Ameriprise Financial Services, LLC
About this Advisor
Milan Smado is a certified financial planner located in Richardson, Texas. Smado maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Smado can serve investors in Texas. Smado has spent their whole career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Richardson, Texas, and has 158 other offices throughout the country. As a company, Ameriprise Financial Services, LLC manages $313 billion in assets dispersed across 1,488,886 client accounts and retains more than 13,556 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Milan Smado has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.